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welcome [rmi.org] · WELCOME welcome to New Mexico and to our second annual e-Lab Summit — the most expansive convening hosted by Rocky Mountain Institute as part of our Electricity

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PAGE 1 WELCOME

welcome to New Mexico and to our second annual e-Lab Summit — the most expansive convening hosted by Rocky Mountain Institute as part of our Electricity Innovation Lab (e-Lab). Over the next 48 hours, you’ll be joining 150 fellow decision makers and practitioners from across the U.S. and around the world to advance the most critical questions we face in transitioning to a cleaner, more distributed, and more resilient electricity system. As the name suggests, e-Lab is a laboratory, a forum for working together in the spirit of experimentation and co-creation. We will be addressing eight timely topics for transforming the electricity system through discussion “pods.” You have been invited to participate because you and your organization bring a unique perspective, critical expertise, and important resources to advance the concepts we will be working to develop. This year’s e-Lab Summit is designed to: •  Frame and advance actionable strategies to address the most pressing industry

needs •  Support key individuals and teams to address and affect change •  Create and strengthen relationships amongst industry leaders and innovators to

support meaningful action e-Lab Summit is a unique event, but even more so a unique process. We invite you to be curious, to question your assumptions (and others’), to seek the unique perspectives of your fellow participants, and to critically and honestly assess the strengths and weaknesses of our collaborative work. We wish you a productive three days and great success, both for work here at e-Lab Summit and beyond. The e-Lab team !

PAGE 2 WELCOME

agenda MONDAY OCT. 2ND 11:00 am / registration 1:00 pm / kickoff 2:00 pm / pod session #1 3:30 pm / break 4:00 pm / plenary 5:00 pm / networking 6:30 pm / dinner 8:30 pm / optional activities TUESDAY OCT. 3RD 6:30am / optional activities 7:30 am / breakfast 8:30 am / plenary 9:00 am / case clinics 10:00 am / break 10:30 am / pod session #2 12:00 pm / learning sessions 1:00 pm / lunch & paired walk 3:00 pm / pod session #3 5:00 pm / plenary 6:00 pm / break 7:00 pm / dinner 8:30 pm / optional activities

WEDNESDAY OCT. 4TH 6:30am / optional activities 7:30 am / breakfast 8:30 am / plenary 8:45 am / shift & share 10:00 am / break 10:15 am / pod session #4 12:00 pm / plenary close 1:00 pm / adjourn !!

PAGE 3 WELCOME

logistics TRANSPORTATION — You will be provided a complimentary Uber ride from the airport to the Tamaya Resort (specific instructions were emailed to you). Return shuttle service will be provided to the airport. REGISTRATION — After checking in with the hotel, please proceed to our registration desk in front of the Tamaya Ballroom. Registration starts at 11 am. DRESS CODE — e-Lab Summit is a casual event (think: jeans). Mornings and evenings will be chilly and some activities are outdoors, so please plan accordingly. PARTICIPANT CONTACT BOOK — A full list of participants is included at the end of this document. We will be distributing contact information after the event. QUESTIONS — For any logistics questions beforehand or en-route, please contact our event services company, Black Badger Events, [email protected] or (603) 714-0124. !

PAGE 4 WELCOME

pod topics Smart Heating Electrification Infrastructure Planning and New Mobility Blockchain and Transactive Energy Rate Design Pathways Value Stacking for DERs Distributed Grid Infrastructure Utility Business Model Pathways LMI-Focused Utility Business

your pod’s pre-read is in next section

distributed grid infrastructure

topic overview

the US grid is aging; approximately 50% of thermal capacity is likely to retire by 2030

DISTRIBUTED GRID INFRASTRUCTURE: CONTEXT

PAGE 5 DISTRIBUTED GRID INFRA-STRUCTURE

0 100 200 300 400 500 600 700 800 900

1,000

Operating in 2016

Nuclear Coal Gas Operating in 2030

Retirements through 2030

GW

Existing US thermal generating capacity: retirement outlook

• Average US coal, natural gas, and nuclear capacity is >30 years old

• Approximately 50% of these units will reach unit type-average retirement ages by 2030: • Coal: 54 y

• Nuclear: 45 y

• Gas: 30-50 y

Source: RMI analysis of EIA data

business-as-usual reinvestment would require >$1 trillion in CapEx through 2030

DISTRIBUTED GRID INFRASTRUCTURE: CONTEXT

PAGE 6 DISTRIBUTED GRID INFRA-STRUCTURE

• Replacing retiring generators on a like-for-like basis would require ~$500B through 2030

• Forecasts of transmission and distribution investment need suggest a combined $500-600B on network investment

$0

$200

$400

$600

$800

$1,000

$1,200

Generation Transmission Distribution Total

$billions

Base-case US grid capital spending, 2017-2030

Source: RMI analysis of EEI, SNL, IEA, EIA data

PAGE 7 DISTRIBUTED GRID INFRA-STRUCTURE

DISTRIBUTED GRID INFRASTRUCTURE: CONTEXT

pilot and demonstration projects across the country are testing lower-cost alternatives to traditional infrastructure projects

: pilot illustrating DERs and/or renewables as grid infrastructure Source: RMI; not an exhaustive list

working definition: “Distributed Grid Infrastructure”

PAGE 8 DISTRIBUTED GRID INFRA-STRUCTURE

We use the term Distributed Grid Infrastructure (DGI) to mean portfolios of distributed energy resources (DERs) and utility-scale renewables that, integrated together, can complement, defer, or avoid traditional grid infrastructure investments (e.g., new gas-fired power plants, substation upgrades).

DISTRIBUTED GRID INFRASTRUCTURE: CONTEXT

Possible resources: •  Energy efficiency •  Demand response •  Distributed generation •  Thermal storage •  Battery storage •  Community-scale solar PV •  Utility-scale wind •  Utility-scale solar PV

PAGE 9 DISTRIBUTED GRID INFRA-STRUCTURE

DISTRIBUTED GRID INFRASTRUCTURE: CONTEXT

nationally, a DGI reinvestment pathway could unlock a ~$350B market for DERs and renewables, at net cost savings

Source: Preliminary RMI analysis

$0

$100

$200

$300

$400

$500

$600

$700

$800

Business-as-usual Plant capital Gas burn Renewables DSM Total

Reduce gas generator costs Redirect capital

$billions

National net present cost implications of distributed grid infrastructure transition, 2017-2030

Gas capex

Opex Renewable capex

DSM capex

Reduce gas capex & opex by $370 B

Invest $350 B in new renewables and DERs

Total ~2-5% cost savings

e-Lab Summit pod overview

Distributed Grid Infrastructure pod objectives Our pod will foster collaboration and learning around the potential of DGI by exploring: 1.  The size and shape of the

opportunity—where do DGI solutions make the most sense?

2.  The specific barriers in the way—why isn’t this happening at scale today?

3.  Perspectives on solutions to pursue—how can the industry speed and scale progress?

DISTRIBUTED GRID INFRASTRUCTURE:

POD OVERVIEW

objectives and agenda High-level agenda of Summit pod sessions

1: Assessing the size of the prize

2: Identifying barriers to success

3: Understanding solutions

4: What’s missing / what’s next?

PAGE 10 DISTRIBUTED GRID INFRA-STRUCTURE

•  Jackie Baum, Spirae •  Stephan Dolezalek, Resourcient Capital Partners •  Trevor Drake, Great Plains Institute •  Ben Edgar, Black & Veatch •  Jenny Edwards, Minnesota Center for Energy and

Environment •  Lily Henning, PNNL •  Gary McAuliffe, Innovari •  Dave Hawkins, El Paso Electric •  Tripp Hyde, Hyde Engineering Services •  Betsy Kauffman, Energy Trust of Oregon •  Eric Maurer, Xcel Energy •  Caroline McAndrews, Southern California Edison •  Dave Millar, Ascend Analytics •  Tammy Mitchell, New York State Public Service

Commission •  Steve Moffitt, NRG Energy, Inc. •  Marc Monbouquette, California Public Utilities

Commission •  Ken Munson, Sunverge Energy •  Pat O'Connell, PNM Resources •  David Parsons, Hawaii Public Utilities

Commission

•  Larsen Plano, Pacific Gas & Electric •  Matthew Plante, Voltus •  Griffin Reilly, Consolidated Edison Company of

New York •  Emerson Reiter, National Renewable Energy

Laboratory •  Sarah Ryan, Environmental Defense Fund •  Larry Sherwood, Interstate Renewable Energy

Council, Inc. •  Kurt Stogdill, Austin Energy •  Dylan Sullivan, Natural Resources Defense

Council •  Louis Ting, Los Angeles Department of Water and

Power •  Eric Toler, Enbala Power Networks •  Ivan Urlaub, North Carolina Sustainable Energy

Association •  Mike Weadley, Tendril •  Jon Wellinghoff, Policy/DER Consulting •  Johanna Zetterberg, Department of Energy •  Yeye Zhang, Nest Labs

PAGE 11 DISTRIBUTED GRID INFRA-STRUCTURE

participants

DISTRIBUTED GRID INFRASTRUCTURE:

POD OVERVIEW

survey results: industry role

DISTRIBUTED GRID INFRASTRUCTURE: POD OVERVIEW

PAGE 12 DISTRIBUTED GRID INFRA-STRUCTURE

7

3

9

5 4

Utility Regulator DER / service provider

NGO Research / consulting

Pod participants' role in electricity industry

survey results: opportunities for DGI

DISTRIBUTED GRID INFRASTRUCTURE: POD OVERVIEW

PAGE 13 DISTRIBUTED GRID INFRA-STRUCTURE

16

7

21

7

Distribution Transmission Generation Other

Most interesting opportunities for DGI

• Renewable integration

• Ancillary services

• Customer value

• Resilience

survey results: barriers to DGI

DISTRIBUTED GRID INFRASTRUCTURE: POD OVERVIEW

PAGE 14 DISTRIBUTED GRID INFRA-STRUCTURE

2

7

21

10

13

7

Technology Cost Utility business

model

Developer business

model

Insufficient data

Other

Biggest barriers to scaling DGI

• Regulatory rules

•  Lack of analytical tools

• Pricing signals

• Diversity in state goals

survey results: priorities for Summit

DISTRIBUTED GRID INFRASTRUCTURE: POD OVERVIEW

PAGE 15 DISTRIBUTED GRID INFRA-STRUCTURE

Common themes

• Connect with others

• Understand barriers

•  Learn about solutions

Common words in participant responses

contact book

Ben Tejblum Associate K&L Gates [email protected]

Ben Farrow Manager, Product Development Puget Sound Energy [email protected]

Curtis Kirkeby Fellow Engineer Avista Utilities [email protected]

Dylan Cutler Senior Engineer National Renewable Energy Laboratory (NREL) [email protected]

Erwin Smole Senior Advisor Energy Web Foundation [email protected]

Holger Kley Product Manager Spirae [email protected]

John Zachary Gibson Chief R&D Engineer Avista Utilities [email protected]

Matthew Hiser Corporate Development Envision Energy [email protected]

Michael Mylrea Manager Pacific Northwest National Laboratory [email protected]

Molly Suda Partner K&L Gates [email protected]

Neil Gerber Director, New Energy & Environment IBM [email protected]

Rushad Nanavatty Principal Rocky Mountain Institute [email protected]

Scott Carmichael Researcher National Renewable Energy Laboratory (NREL) [email protected]

Sergio Islas DER Portfolio Design and Acquisition Lead Southern California Edison [email protected]

Tod O'Connor Sr. Policy Advisor Regulatory Affairs CLEAResult [email protected]

blockchain and transactive energy  

distributed grid infrastructure  Ben Edgar Microgrid & DER Business Development Manager Black & Veatch [email protected]

Betsy Kauffman Sector Lead - Renewable Energy Energy Trust of Oregon [email protected]

Caroline McAndrews Director, Preferred Resources Pilot Southern California Edison [email protected]

Chris Hickman CEO Innovari [email protected]

David Hawkins VP of System Operations, Resource Planning and Management El Paso Electric

David Millar Director of Energy Analytics Ascend Analytics [email protected]

David Parsons Chief of Policy and Research Hawaii Public Utilities Commission [email protected]

Dylan Sullivan Senior Scientist Natural Resources Defense Council (NRDC) [email protected]

Emerson Reiter Project Leader National Renewable Energy Laboratory (NREL) [email protected]

Eric Toler CFO & EVP Corporate Development Enbala Power Networks [email protected]

Eric Maurer Product Developer Xcel Energy [email protected]

Gary McAuliffe SVP Sales and Marketing Innovari [email protected]

Griffin Reilly Section Manager of Targeted Demand Management Consolidated Edison [email protected]

Ivan Urlaub Executive Director North Carolina Sustainable Energy Association (NCSEA) [email protected]

Jackie Baum Power Systems Engineer Spirae [email protected]

Jenny Edwards Director, Innovation Exchange Center for Energy & Environment (CEE) [email protected]

Johanna Zetterberg Coordinator U.S. Department of Energy [email protected]

Jon Wellinghoff CEO and Founder Policy/DER Inc. [email protected]

Kurt Stogdill Director, Green Building and Emerging Technologies Austin Energy [email protected]

Larry Sherwood President and CEO Interstate Renewable Energy Council [email protected]

Lily Henning Project manager Pacific Northwest National Laboratory [email protected]

Louis Ting Director Power Planning and Development [email protected]

Marc Monbouquette Senior Analyst California Public Utilities Commission [email protected]

Matthew Plante President Voltus, Inc. [email protected]

Mike Weadley Product Manager for Orchestrated Energy Tendril [email protected]

Patrick O'Connell Director, Planning and Resources Public Service Company of New Mexico [email protected]

Sarah Ryan Project Manager, Clean Energy Environmental Defense Fund [email protected]

Stephan Dolezalek Managing Director Resourcient Capital Partners [email protected]

Steven Moffitt President, Distributed Energy Resources NRG Energy, Inc. [email protected]

Tammy Mitchell Deputy Director, Electric New York Department of Public Service [email protected]

Trevor Drake Project Manager Great Plains Institute [email protected]

Tripp Hyde President Hyde Engineering Services, Inc. [email protected]

Yeye Zhang Head of West Coast Energy Partnerships Nest [email protected]

distributed grid infrastructure  

infrastructure planning and new mobility  

Ari Kahn Project Specialist Consolidated Edison [email protected]

Clement Rames Sustainable Mobility Systems Researcher NREL [email protected]

David Almeida Manager, Electric Vehicles PG&E [email protected]

Douglas Jester Partner 5 Lakes Energy [email protected]

Erika Myers Director, Research Smart Electric Power Alliance [email protected]

Frederica Hill Program Analyst Robertson Foundation [email protected]

Ged Moody VP Informatics and Strategic Partnerships Brightfield Transportation Solutions [email protected]

Holmes Hummel Principle Clean Energy Works [email protected]

Jonathan Levy Director of Policy and Strategy Vision Ridge Partners [email protected]

Kevin Miller Director, Public Policy ChargePoint [email protected]

infrastructure planning and new mobility  

Lang Reynolds Electric Transportation Manager Duke Energy [email protected]

Lincoln Wood Product Manager Southern Company [email protected]

Mark Ferron Member, Board of Governors CAISO [email protected]

Matthew Lehrman Energy Strategy Coordinator City of Boulder [email protected]

Max Tyler Climate Activist [email protected]

Mike Backstrom Managing Director Southern California Edison [email protected]

Pete O'Connor Energy Analyst Union of Concerned Scientists [email protected]

Philip Jones Board Advisor Energy Impact Partners (EIP) [email protected]

Robert Welch President - Prime Mover Energy Crafters [email protected]

Thomas Ashley VP, Policy Greenlots [email protected]

LMI-focused utility business models  

Danielle Murray Solar Manager Austin Energy [email protected]

Debra Roepke Project Manager, SUNDA National Rural Electric Cooperative Association [email protected]

Eleanor Stein Professor Albany Law School [email protected]

Isabelle Hazlewood Associate Manager Connecticut Green Bank [email protected]

Jeff Mauk Executive Director National Caucus of Environmental Legislators [email protected]

Jessica Azulay Program Director Alliance for a Green Economy [email protected]

John Farrell Director, Energy Democracy Institute for Local Self-Reliance [email protected]

Judd Moritz Senior Vice President Simple Energy [email protected]

Larsen Plano Principal, Integrated Grid Planing PG&E [email protected]

Laurie Vaudreuil CEO Mosaic Power [email protected]

Luis Reyes Chief Executive Officer Kit Carson Electric Cooperative, Inc. [email protected]

Melanie Santiago-Mosier Program Director, Low-Income Solar Access Vote Solar [email protected]

Michael Smith VP Tech and Business Strategy Electric Cooperatives of South Carolina [email protected]

Michael DiRamio Manager, Strategic & Interagency Initiatives U.S. Department of Energy [email protected]

Stephan Roundtree Environmental Policy and Advocacy Coordinator WE ACT for Environmental Justice [email protected]

Tamara Bryan Project Specialist Consolidated Edison [email protected]

Tom Figel Policy & Regulatory Manager - Community Solar GRID Alternatives [email protected]

rate design pathways  Anne Hoskins CPO Sunrun

Beia Spiller Senior Economist Environmental Defense Fund

Briana Kobor Regulatory Director Vote Solar

Chris Rose Executive Director Renewable Energy Alaska Project (REAP)

Christopher Villarreal President Plugged In Strategies

Craig Berry Attorney Advisor District of Columbia Public Service Commission

Daniel Harms Manager of Rate, Technology & Energy Policy La Plata Electric

Jan Ahlen Senior Regulatory Affairs Manager National Rural Electric Cooperative Association (NRECA)

Karl Rabago Executive Director Pace Energy and Climate Center

Leland Snook Director, Rates & Rate Strategy Arizona Public Service

Obadiah Bartholomy Manager, Distributed Energy Stragegy Sacramento Municipal Utility District

Russell Garwacki Director Southern California Edison

Sean Gallagher VP State Affairs Solar Energy Industries Association (SEIA)

smart heating electrification  

Alec Mesdag VP & Director of Energy Services Alaska Electric Light & Power Co. [email protected]

Matt Carlson CEO Aquanta Inc. [email protected]

Ankur Maheshwari Sr. Product Manager Rheem [email protected]

Brett KenCairn Senior Climate + Sustainability Coordinator City of Boulder [email protected]

David Lis Director of Technology and Market Solutions Northeast Energy Efficiency Partnerships (NEEP) [email protected]

Devra Wang Program Director Heising-Simons Foundation [email protected]

Dylan Heerema Technical and Policy Analyst Pembina Institute [email protected]

Eric Dubin Sr. Dir Utilities and Performance Construction Mitsubishi Electric Cooling and Heating [email protected]

Kevin Schwain Director, Program Strategy & Development Xcel Energy [email protected]

Micah Lang Senior Green Building Planner City of Vancouver [email protected]

Neil Veilleux Vice President Meister Consultants Group [email protected]

Pierre Delforge Senior Scientist Natural Resources Defense Council (NRDC) [email protected]

Sean Armstrong Managing Principal Redwood Energy [email protected]

Steven Corneli Principal SCEI [email protected]

utility business model pathways  

Catherine Mitchell Professor of Energy Policy University of Exeter [email protected]

Edward Smeloff Managing Director Vote Solar [email protected]

Elaine Prause Senior Regulatory Advisor Public Utility Commission of Oregon [email protected]

James Fine Senior Economist Environmental Defense Fund [email protected]

Josh Gould Department Manager, Utility of the Future Consolidated Edison [email protected]

Justin Segall President and Founder Simple Energy [email protected]

Kate Strickland Senior Associate, 51st State Initiative Smart Electric Power Alliance [email protected]

Marisa Uchin Senior Director, Global Regulatory Affairs Oracle Utilities [email protected]

Melissa Miyashiro Chief of Staff Blue Planet Foundation [email protected]

Michael O'Boyle Power Sector Transformation Expert Energy Innovation [email protected]

Michele Negley Senior Vice President CLEAResult [email protected]

Rachel Huang Director, Energy Strategy, Research & Development SMUD [email protected]

Robert Sipes VP Western Carolinas Modernization Duke Energy [email protected]

Rolf Nordstrom President, CEO Great Plains Institute [email protected]

Rudy Stegemoeller Special Assistant for Energy Policy New York Department of Public Service [email protected]

Sarah Wright Executive Director Utah Clean Energy [email protected]

Val Jensen SVP Customer Operations ComEd [email protected]

value stacking for DERs  

Allison Clements Founder goodgrid, LLC [email protected]

Andrew Merton Statistician and System Analyst Spirae [email protected]

Carl Linvill Principal Regulatory Assistance Project [email protected]

Clare Magee Principal GTM/Wood Mackenzie [email protected]

Danielle Byrnett Senior Advisor/Energy Efficiency U.S. Department of Energy [email protected]

Elizabeth Wilson Director, Irving Institute for Energy and Society Dartmouth College [email protected]

Eric Lockhart Project Leader NREL [email protected]

Gabriel Petlin Supervisor Grid Planning and Reliability California Public Utilities Commission [email protected]

H Ward Camp Principal East Fork Group [email protected]

Jessica Harrison Director of R&D MISO [email protected]

Jhi-Young Joo Research Scientist Lawrence Berkeley National Laboratory [email protected]

Kevin Hernandez Manager ScottMadden, Inc. [email protected]

Lizzie Rubado Program Strategies Manager Energy Trust of Oregon [email protected]

Lorenzo Kristov Principal California Independent System Operator [email protected]

Norm Sendler Director, Strategic Development Liberty Utilities [email protected]

Scott Vogt V.P. Energy Acquisition ComEd [email protected]

Tanguy Hubert Senior Engineer Electric Power Research Institute (EPRI) [email protected]

Troy Anatra VP Strategic Accounts Enbala Power Networks [email protected]

RMI staff and host team  

Anthony Teixeira Rocky Mountain Institute Value Stacking for DERs [email protected]

Claire Henly Rocky Mountain Institute Blockchain and Transactive Energy [email protected]

Coreina Chan Rocky Mountain Institute Host Team [email protected]

Dan Cross-Call Rocky Mountain Institute Utility Business Model Pathways [email protected]

Elizabeth Pinnington Reos Partners Host Team [email protected]

Garrett Fitzgerald Rocky Mountain Institute Infrastructure Planning and New Mobility [email protected]

James Newcomb Rocky Mountain Institute Host Team [email protected]

James Sherwood Rocky Mountain Institute Rate Design Pathways [email protected]

Jamil Farbes Rocky Mountain Institute Distributed Grid Infrastructure [email protected]

Jason Meyer Rocky Mountain Institute Host Team [email protected]

Joe McCarron Reos Partners Host Team [email protected]

Lauren Black Black Badger Events Logistics [email protected]

Leia Guccione Rocky Mountain Institute Host Team [email protected]

Mark Silberg Rocky Mountain Institute Host Team [email protected]

Mark Dyson Rocky Mountain Institute Distributed Grid Infrastructure [email protected]

Mike Henchen Rocky Mountain Institute Smart Heating Electrification [email protected]

Rachel Gold Rocky Mountain Institute Rate Design Pathways [email protected]

Sherri Billimoria Rocky Mountain Institute LMI-Focused Utility Business Models [email protected]

Todd Zeranski Rocky Mountain Institute Marketing and Communications [email protected]

Virginia Lacy Rocky Mountain Institute Host Team [email protected]

Justin Barbin Photographer

Stefan Wisnoski Videographer